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Clean Energy

Clean energy is electricity generated without burning fuel, and the equipment and projects that make it. Its economics have moved on from depending on subsidy to competing on cost, and the binding constraint has shifted from the generators to the grid that has to absorb them.

134 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
176
SCM
SIR Capital Management
New York
$187M +$64.8M 12 19.09% Increased
177
Squarepoint
Squarepoint
New York
$186M -$19.5M 45 0.35% Reduced
178
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$185M -$54.1M 12 0.5% Reduced
179
SI
Standard Investments
New York
$185M +$22.5M 2 11.38% Increased
180
Ninety One (UK)
Ninety One (UK)
United Kingdom
$183M -$18.2M 2 0.55% Reduced
181
Janus Henderson Group
Janus Henderson Group
$181M +$2.85M 34 0.11% Increased
182
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$179M -$7.86M 9 0.42% Reduced
183
Cincinnati Insurance
Cincinnati Insurance
Ohio
$175M $0 2 3.15% Maintained
184
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$171M +$2.42M 18 0.58% Increased
185
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$167M -$446K 5 1.35% Reduced
186
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$166M -$17.7M 9 1.35% Reduced
187
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$165M +$71.7M 12 0.31% Increased
188
Lazard Asset Management
Lazard Asset Management
New York
$165M -$10.7M 25 0.21% Reduced
189
Aviva
Aviva
United Kingdom
$164M +$338K 12 0.59% Increased
190
GC
Greenvale Capital
United Kingdom
$163M -$103M 1 13.87% Reduced
191
Primecap Management
Primecap Management
California
$161M -$9.63M 5 0.13% Reduced
192
KBC Group
KBC Group
Belgium
$160M -$12.6M 26 0.57% Reduced
193
Rockefeller Capital Management
Rockefeller Capital Management
New York
$156M -$4.24M 23 0.52% Reduced
194
EARNEST Partners
EARNEST Partners
Georgia
$156M -$5.79M 1 0.78% Reduced
195
Davis Selected Advisers
Davis Selected Advisers
Arizona
$153M -$1.51M 1 0.87% Reduced
196
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$153M +$2.96M 2 4.44% Increased
197
Holocene Advisors
Holocene Advisors
New York
$152M -$67.2M 16 0.59% Reduced
198
Nomura Asset Management
Nomura Asset Management
Japan
$149M -$19.2M 17 0.62% Reduced
199
JC
Joho Capital
New York
$149M +$22.8M 3 27% Increased
200
ALPS Advisors
ALPS Advisors
Colorado
$148M -$48.1M 23 1.16% Reduced